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Experienced Financial Professional (Spain Only; Professional Designations Required) - Remote

Posted 68 weeks ago
Finance / Legal
Contract
Spain

Overview

Addition Wealth is on a mission to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We are expanding our global presence and searching for financial professionals in Spain who are passionate about financial planning and providing a great customer experience.

In Short

  • Join Addition Wealth as a financial professional in Spain.
  • Part-time, contractor position.
  • Help guide and shape Addition Wealth’s strategy.
  • Focus on delivering best-in-class financial wellness.
  • Work with leading companies to provide financial wellness as an employee benefit.
  • Be one of the first financial professionals in Spain.
  • Empower employees to make the most of their money.
  • Passionate about financial planning.
  • Provide a great customer experience.
  • Contribute to a mission-driven organization.

Requirements

  • Experience in financial planning.
  • Relevant financial certifications (EFP, EFA, EIP, etc.).
  • Strong communication skills.
  • Ability to work independently.
  • Passion for customer service.
  • Understanding of financial wellness concepts.
  • Ability to adapt to a growing organization.
  • Commitment to the mission of Addition Wealth.
  • Experience working with diverse clients.
  • Fluency in English and Spanish is a plus.

Benefits

  • Opportunity to shape a new market.
  • Work with a mission-driven team.
  • Flexible working hours.
  • Access to professional development resources.
  • Be part of a growing global presence.
  • Competitive compensation.
  • Supportive work environment.
  • Impactful work that empowers others.
  • Networking opportunities with industry leaders.
  • Contribute to financial wellness initiatives.
Addition logo

Addition

Addition Wealth is a pioneering company dedicated to transforming financial health by making personalized financial expertise inclusive and accessible to all. Partnering with leading companies, Addition Wealth provides employees with robust digital tools, an extensive knowledge center, and access to top financial professionals, enabling them to better understand their finances and navigate personal finance decisions. The company is driven by a mission to promote financial literacy and revolutionize the way individuals make financial decisions, ultimately helping employees reduce stress and enhance productivity. Backed by a team of fintech venture capitalists and angel investors with a track record of building successful companies, Addition Wealth is not your typical financial wellness benefits platform.

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